盘面上，CPO概念、光模块板块爆发，德科立、等多股涨停；F5G概念拉升，涨停；流感季提前到来，流感概念活跃，等多股涨停；游戏板块走高，涨停； 教育股普涨，科德教育20CM涨停；贵金属、激光雷达、海南及通信设备等板块涨幅居前。另外，船舶制造板块下挫，跌近10%；水产养殖板块走低，水中 渔业跌停；航空机场、预制菜、转基因等板块跌幅居前。(格隆汇) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容的准确性、可靠性或完整性提供任何明 示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱：news_center@staff.hexun.com 格隆汇11月25日｜A股三大指数今日集体走高，截至收盘，沪指涨0.87%报3870点，深证成指涨1.53%，指涨1.77%。全市场成交额1.83万亿元，较前一交易 日增量858亿元，4300股上涨。 | 上证指数 | 深证成指 | 北证5C | | --- | --- | --- | | 3870.02 | 12777.31 | 1396.8 | | +33.26 +0.87% +192.23 +1.53% +10.80 ...

| 上证指数 | 深证成指 | 北证5( | | --- | --- | --- | | 3870.02 | 12777.31 | 1396.8 | | +33.26 +0.87% +192.23 +1.53% +10.80 +0 | | | | 科创20 | 创业板指 | 万得全/ | | 1302.17 | 2980.93 | 6143.6 | | +5.56 +0.43% +51.89 +1.77% +75.51 +1 | | | | 沪深300 | 中证500 | 中证A5( | | 4490.40 | 6954.60 | 5392.9 | | +42.36 +0.95% +85.64 +1.25% +58.60 +1 | | | | 中证1000 | 中证2000 | 中证红和 | | 7249.95 | 3051.71 | 5554.2 | | +93.54 +1.31% +52.45 +1.75% +27.05 +0 | | | | 涨幅榜 | 资金净流入 | 5日涨幅* | | --- | --- | --- | | 教育 | 通信设备 | 电子元器 | | +3.84% | +3.69% | ...

Group 1 - The China Shipbuilding sector experienced a decline, with China Shipbuilding Han Guang dropping over 5% and Kunshan Intelligent falling over 7% [1] - Other companies in the sector, including China Shipbuilding Technology, China Shipbuilding Special Gas, and China Shipbuilding, also saw declines [1]

Core Insights - The "Future" vessel, China's first deep-sea green intelligent technology experimental ship, has successfully completed its first deep-sea trial after 16 days at sea, marking a significant milestone since its delivery in July [1] - The vessel serves as a "mobile laboratory" for testing new green technologies, supporting deep-sea equipment applications, and aiding scientific ocean investigations [1] - The development of the "Future" vessel involved collaboration among over ten units under China Shipbuilding Group, focusing on breakthroughs in key technologies for power systems and scientific support systems [1] Group 1: Power System Innovations - The "Future" vessel is equipped with four main diesel generators and six thrusters, designed to provide reliable and green power for various operations [2] - To optimize fuel efficiency and reduce emissions, the team implemented multi-phase rectification and variable-speed generation technologies, allowing the vessel to adjust power output based on operational needs [2][3] - The new power system is projected to save 456 tons of fuel annually and reduce carbon emissions by approximately 1,420 tons, equivalent to the emissions of 560 cars in a year [3] Group 2: Deep-Sea Equipment Support - The vessel features a "moon pool" that facilitates the deployment of deep-sea equipment, minimizing the impact of adverse sea conditions [4] - A novel design was developed to allow deep-sea equipment to be securely lowered into the water, enhancing operational efficiency [4][5] - The construction team successfully controlled the precision of the guiding tracks to within 1 millimeter, ensuring smooth operation of the equipment [5] Group 3: Intelligent Testing Systems - The "Future" vessel is equipped with over 8,000 data collection points to monitor equipment status and environmental changes [6] - A distributed intelligent data collection architecture was developed to synchronize data from various sources in real-time, addressing challenges in data collection from diverse systems [7] - The dynamic testing system will continue to support the testing and validation of intelligent devices, contributing to the smart and green transformation of the shipbuilding industry [7]

Core Insights - The "Future" vessel, China's first deep-sea green intelligent technology experimental ship, has successfully completed its first deep-sea trial after 16 days at sea, marking a significant milestone in marine technology development [1] - The vessel serves as a "mobile laboratory" integrating testing, research, and support, aimed at enhancing China's marine technology innovation and industrial application [1][2] Group 1: Vessel Capabilities - The "Future" vessel is equipped with advanced power systems, including four main diesel generators and six thrusters, designed to provide reliable and efficient energy for various operations [2] - The vessel's power system utilizes multi-phase rectification and variable-speed generation technology to optimize energy consumption based on operational needs, significantly reducing fuel consumption and carbon emissions [3] Group 2: Deep-Sea Operations - The vessel features a "moon pool" that facilitates the deployment of deep-sea equipment, allowing for efficient underwater observation and sampling while minimizing the impact of adverse sea conditions [4] - The design of the moon pool and its associated systems underwent extensive testing and optimization to ensure safe and effective deployment of deep-sea vehicles [5] Group 3: Intelligent Testing Systems - The "Future" vessel is equipped with over 8,000 data collection points to monitor equipment status and environmental changes, establishing a comprehensive testing platform for various intelligent devices and systems [6] - A distributed intelligent data collection architecture has been developed to enable real-time synchronization of heterogeneous data, enhancing the efficiency of data acquisition and analysis [7]

船舶制造高开高走大涨7.3%，其中江龙船艇20CM涨停，天海防务、中船防务等股涨停或涨幅在10%上 方；商业航天概念持续拉升，包括航天发展等在内的超10股涨停。AI应用概念股快速走强，包括久其 软件、省广集团等多股涨停。 今天大盘虽然出现了止跌企稳的迹象，甚至上涨个股超过了4200只，但谨慎情绪还是非常明显，特别是 作为定海神针的银行持续回落，带动成交额大幅缩减。总体而言，今天的收红只能作为反弹来看，接下 来延续休整的概率较大。 高开低走后探底回升，随后全天震荡上行，截至收盘沪指上涨0.05%，深成指上涨0.37%，创业板指上 涨0.31%。两市合计超4200只个股上涨，合计成交额1.73万亿。 锂矿概念低开低走后探底回升，盘中一度大跌5%，截至收盘下跌3.55%。包括大为股份、大中矿业、国 城矿业等在内的多股跌停；能源金属紧随其后，融捷股份、盛新锂能等股跌停；算力硬件概念走弱，权 重工业富联触及跌停。 ...

格隆汇11月24日丨江龙船艇(300589.SZ)公布股票交易严重异常波动及股票交易异常波动公告，公司主 要从事公务执法船艇、旅游休闲船艇和特种作业船艇的设计、研发、生产和销售，为客户提供从应用设 计、产品制造到维修保养等全方位的个性化服务解决方案。公司的经营情况、内外部经营环境未发生重 大变化。公司、控股股东和实际控制人不存在其他关于本公司的应披露而未披露的重大事项或处于筹划 阶段的重大事项。公司股票交易严重异常波动，存在市场情绪过热的情形，可能存在非理性交易行为， 交易风险较大，存在股价大幅上涨后回落的风险。公司郑重提醒广大投资者注意二级市场交易风险，理 性决策，审慎投资。 ...

江龙船艇（300589）(300589.SZ)发布股票交易严重异常波动及股票交易异常波动公告称，公司股票交 易严重异常波动，存在市场情绪过热的情形，可能存在非理性交易行为，交易风险较大，存在股价大幅 上涨后回落的风险。公司郑重提醒广大投资者注意二级市场交易风险，理性决策，审慎投资。 公司主要从事公务执法船艇、旅游休闲船艇和特种作业船艇的设计、研发、生产和销售，为客户提供从 应用设计、产品制造到维修保养等全方位的个性化服务解决方案。公司的经营情况、内外部经营环境未 发生重大变化。 ...

Core Points - The first LNG carrier "Qingcheng" with a capacity of 174,000 cubic meters for the China National Petroleum Corporation's LNG transportation project has been delivered ahead of schedule [1] - This delivery marks the seventh large LNG vessel delivered by Hudong-Zhonghua for this project, contributing to a record total of nine LNG vessels delivered by the company in 2023 [1] - The project is notable as the first LNG transportation vessel project with a purely Chinese background, involving multiple domestic companies in a comprehensive RMB settlement financing model [1] Company Summary - Hudong-Zhonghua Shipbuilding has successfully completed the first and second phases of the project, delivering six LNG vessels named "Shaolin," "Wudang," "Kunlun," "Emei," "Huashan," and "Kongtong" [1] - The project includes a total of eight LNG vessels under contract, all with a capacity of 174,000 cubic meters [1] Industry Summary - The project represents a significant milestone in China's LNG shipping industry, establishing a benchmark for RMB financing in LNG transportation [1] - The collaboration among China COSCO Shipping Energy, China National Petroleum Corporation, Hudong-Zhonghua, and Kunlun Jinzu has created a full-chain RMB settlement model for ship leasing, construction, and financing [1]

Core Insights - A-shares experienced a slight increase across the three major indices on November 24, with most industry sectors rising, particularly the shipbuilding sector, while energy metals faced a decline [1] Industry Summary - Ten industries saw net inflows of main funds, with significant inflows in defense and military (24.98 billion) and media (20.27 billion) sectors, surpassing other industries [1] - The retail, construction decoration, and public utilities sectors also recorded net inflows exceeding 2 billion each [1] - In contrast, 21 industries experienced net outflows, with the electronics sector leading at over 40 billion, followed by computer and power equipment sectors with over 20 billion each [1] Company Summary - BlueFocus saw a significant increase of over 15%, with net inflows of 13.44 billion, attributed to stable revenue growth and rapid expansion in AI revenue [3] - Provincial Advertising reached a limit-up with net inflows of 7.38 billion, benefiting from upcoming aviation exhibitions showcasing new products and technologies [3] - Longcheng Military Industry led the tail-end net inflows with 2.51 billion, while several companies like Xinyi Sheng and Heertai faced substantial outflows exceeding 8 billion [4][6]